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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$6K -$2.02K -18 -26%
MM
627
Main Management
California
$6K – – –
SFC
628
SYM Financial Corp
Indiana
$6K – – –
PWPS
629
Pinnacle Wealth Planning Services
Ohio
$6K +$5.6K +50 New
TIM
630
Tortoise Investment Management
New York
$5K – – –
FCMT
631
Founders Capital Management (Texas)
Texas
$5K +$5.15K +46 New
CWC
632
Carolinas Wealth Consulting
North Carolina
$4K – – –
TAM
633
Townsend Asset Management
North Carolina
$4K +$1.01K +9 +35%
ADL
634
Asset Dedication LLC
California
$3K – – –
JWA
635
JFS Wealth Advisors
Pennsylvania
$3K – – –
LWANC
636
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SIS
637
Sound Income Strategies
Florida
$3K – – –
HS
638
Horan Securities
United States
$3K +$112 +1 +4%
FF
639
FourThought Financial
Florida
$3K +$3.14K +28 New
BCA
640
Berman Capital Advisors
Georgia
$3K +$3.58K +32 New
FCA
641
FinTrust Capital Advisors
South Carolina
$2K – – –
GI
642
Gradient Investments
Minnesota
$2K – – –
TSW
643
Thompson Siegel & Walmsley
Virginia
$2K – – –
AIA
644
Arcadia Investment Advisors
Idaho
$1.31K +$1.23K +11 New
RWG
645
Regal Wealth Group
California
$1K – – –
FCB
646
First Command Bank
Texas
$1K +$1.01K +9 New
FCFS
647
First Command Financial Services
Texas
$1K +$1.01K +9 New
OFG
648
Oxford Financial Group
Indiana
$1K +$1.12K +10 New
TFM
649
TFC Financial Management
Massachusetts
$1K +$1.34K +12 New
CCFM
650
Clear Creek Financial Management
Washington
– -$25.2M -248,224 Closed
24 25
26
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